THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: November 26, 2002 08:49 AM Tuesday;
Gary reviews software for lawyers to manage cases, has SDS features.
2...Linking Adds Value to PDF for Using Legacy Document Methods
3...Commercial Software for Law Practice Evolving Toward SDS Capabilities
.........Chronology Best Practices
.........Spreadsheet for Knowledge Space
.........Organizing Case Issues in CaseMap
4...Spreadsheet for Knowledge Space Gaining Industry Acceptance
5...People Care About Integrated Features to Increase Productivity
6...New Work Role Evolves Innovation in Service and Support for CaseMap 4
7...Ounce of Prevention Worth Pound of Cure Seems Gold-plated at the Time
8...People Care About Analysis and People, Shown by CaseMap 4 Advertising
.......................Look before you leap!
....................People Process Time
9...Publishing SDS Records Fast and Easy as 1-2-3
10...Linking to POIMS Fast Easy Way to Grow Culture of Knowledge
11...How to link to Com Metrics publications.
Click here to comment!
0201 - Dynamic Alternatives O-00000793 0101
020101 - Mr. Garold L. Johnson
Functionality New SDS Essential Features
CaseMap 4 Software for Case Management Used by Lawyers to Track Chron
Chronology Links to PDF Files and Schedule Tasks Leading Up to Trial
Johnson, Gary CaseMap 4 Software for Case Management Used by Lawyers
Experience History Memory Organizational Memory
Addressability Anchors on Every Para for Alignment Linking Traceabili
Alignment Linking Traceability Original Sources Attribution
SDS Design Must Consider Useful Capabilities in Other Programs Like E
Chronology Organizes Complexity Context Faster Better Cheaper
Addressability Anchors on Every Para Strengthens Understanding and Me
Care About Context Summary Adds Value to Information by Increasing Un
Planning Analysis Intelligence Linking History, Support Follow Up
Automated Integration of Management Tasks Lifts Capacity to Think Har
Lawyers Customers Care About Chronology Linking Analysis People Plann
8616 - ..
8617 - Summary/Objective
861801 - Follow up ref SDS 30 0000, ref SDS 28 0000.
861803 - Gary is learning SDS formatting procedures, ref SDS 0 WZQY Outlining
861804 - and analysis in Gary's record shows progress on key goals of of the
861805 - evaluation project. Next step is adding links to align analysis with
861806 - the experiential record and to applicable authority. For a record
861807 - like today that discusses marketing issues, links into POIMS, NWO and
861808 - the Typical Day Scenario are helpful for training and to foster a
861809 - culture of knowledge. ref SDS 0 A15L Information on CaseMap 4 shows
861810 - industry movement toward SDS capabilities that can become a powerful
861811 - enabling force to grow demand. ref SDS 0 U16I
861813 - ..
861814 - Submitted ref DIT 1 0001 answering Gary's letter and linked to this
861815 - record for background.
861820 - ..
8621 - Progress
862201 - Linking Adds Value to PDF for Using Legacy Document Methods
862202 - Commercial Software for Law Practice Evolving Toward SDS Capabilities
862204 - Received ref DRT 1 0001 from Gary transmitting information Gary
862205 - received on a software program...
862208 - CaseMap 4
862210 - ..
862211 - Gary commends CaseMap 4 for adding support to link PDF files to
862212 - original sources, ref DRT 1 G536, and says that notification of people
862213 - working on this capability adds interest to this matter, ref DRT 1
862214 - P57G
862216 - Linking in PDF supports Gary's analysis on 021119, ref SDS 29 VA3G,
862217 - reference this point in a response to Gary. ref DIT 1 SV6M
862219 - ..
862220 - As explained on 021109 in reviewing Technography, Getting It Done
862221 - and other programs discussed in recent months, people working on
862222 - various parts of SDS capabilities, comprise a powerful enabling
862223 - force that transforms the culture toward trying a new way of
862224 - working. ref SDS 26 FE5J
862226 - ..
862227 - Gary includes links to the vendor's Internet location, ref DRT 1 009I
862228 - with more information on CaseMap 4. The link to...
862230 - http://www.casesoft.com/download/WhatsNewInCM4.pdf
862232 - ...opens a PDF file. The ability to link PDF files cited in the
862233 - material issued by CaseSoft, ref DRT 1 0R05, is not evident, which may
862234 - show added value of getting the Acrobat plug-in sold by CaseSoft.
862236 - ..
862237 - The PDF file says in part...
862239 - Chronology Best Practices
862241 - A fact chronology can be a tremendous asset as you prepare a
862242 - case for trial. Yet, the majority of chronologies fail to live
862243 - up to their full potential. This article outlines some simple
862244 - steps that will help you get the most out of your chronology.
862247 - ..
862248 - Spreadsheet for Knowledge Space
862251 - The attachment from CaseSoft in the letter from Gary today, says under
862252 - para 8....
862254 - Organizing Case Issues in CaseMap
862256 - Use CaseMap's Issue spreadsheet to create an outline of the
862257 - major disputes at the heart of the litigation. Once you've
862258 - developed this issue outline, the facts, documents, and
862259 - witnesses organized elsewhere in CaseMap can be linked to your
862260 - issues, making it easy to assess the evidence that bears on
862261 - each key case dimension. ref DRT 1 0SRR
862264 - ..
862265 - Spreadsheet for Knowledge Space Gaining Industry Acceptance
862266 - People Care About Integrated Features to Increase Productivity
862268 - Mention in a response to Gary, ref DIT 1 SV6M, that support for SDS
862269 - capabilities to link, capture chronology and organize the record, as
862270 - explained in POIMS, ref OF 1 0504, helps address Gary's question on
862271 - 020217, ref SDS 23 425M, showing people care about good management
862272 - practice called out by ISO, reviewed on 950721, ref SDS 9 1740, and by
862273 - Peter Drucker in the record on 991025. ref SDS 14 8925
862275 - ..
862276 - The responce to Gary's letters today, ref DIT 1 3P5M, cites the
862277 - need for integrating a critical mass of features in order to
862278 - increase productivity, as explained in POIMS, ref OF 1 2688, and
862279 - illustrated by experience of Ecco Pro cited by Gary on 021113.
862280 - ref SDS 27 EFBE
862282 - [On 021129 Gary cites weblogs taking hold in government,
862283 - industry and education show evolution in the market place
862284 - where customers are seeking the things SDS does to foster a
862285 - culture of knowledge. ref SDS 31 6N8O
862287 - ..
862288 - CaseSoft's description of a "spreadsheet" to outline issues supports
862289 - SDS capabilities explained in POIMS, ref OF 1 1232, to form a flexible
862290 - structure of Knowledge Space, discussed in POIMS, ref OF 1 034J, that
862291 - reflects the practice of the law, as set out in the record on 960620.
862292 - ref SDS 10 3516
862296 - ..
862297 - New Work Role Evolves Innovation in Service and Support for CaseMap 4
862299 - CaseSoft's offer of support services at the rate of $1,500 per day,
862300 - ref DRT 1 0QVY, shows movement in the market toward a role for
862301 - Communication Metrics services, set out in the report by USACE.
862302 - ref DRP 1 4929
862304 - ..
862305 - A large part of the Com Metrics role is to mentor and teach people
862306 - good work practices along with using the SDS program, as set out in
862307 - the report issued by USACE. ref DRP 1 0797 and ref DRP 1 2814
862312 - ..
8626 - 1242
862701 - Ounce of Prevention Worth Pound of Cure Seems Gold-plated at the Time
862702 - People Care About Analysis and People, Shown by CaseMap 4 Advertising
862704 - Received another letter from Gary with more information on CaseMap 4
862705 - supporting common practices lawyers perform for case management, cited
862706 - above. ref SDS 0 NV6H Lawyers are willing to be paid a lot of money
862707 - to do "intelligence" work that discovers errors and omissions years
862708 - after the fact, per below, ref SDS 0 PF7N, when it is too late to fix
862709 - anything, because everybody at the time feels working intelligently is
862710 - gold-plated overkill that is unnecessary, noted on 890324, ref SDS 1
862711 - WR9K, and later on 950204. ref SDS 8 5932 SDS empowers people to
862712 - perform concurrent discovery that avoids problems and the expense of
862713 - lawyers, and the payout of big awards, under the common rule...
862715 - ..
862716 - An ounce of prevention is worth a pound of cure.
862718 - ..
862719 - ...and....
862720 - Look before you leap!
862722 - ..
862723 - Without SDS, lawyers are the only source of "intelligence" for
862724 - organizatonial memory in business, explained in NWO, ref OF 3 2536,
862725 - because there is no tradition for working intelligently in business,
862726 - as explained in POIMS. ref OF 1 5820
862728 - ..
862729 - Gary says...
862731 - ...issues that they address and the approaches that they take to
862732 - addressing them could be of interest. Since other features of
862733 - legal practice found their way into the evolution of SDS,
862734 - perhaps there are some more ideas to be gleaned from the same
862735 - body of practice. ref DRT 2 0001
862737 - [On 021129 Gary reports evidence showing people are turning
862738 - to weblogs to capture a greater share of daily working
862739 - information, ref SDS 31 TCVU, showing people are beginning to
862740 - care about the things SDS does. ref SDS 31 IL5J
862742 - ..
862743 - This is a powerful point.
862745 - On 911130 Stanley Mosk then an associate justice on the
862746 - California Supreme Court reviewed SDS. ref SDS 3 5006
862748 - More recently on 010103 Judge Douglas presiding judge for the
862749 - Superior Court in the County of San Francisco commented favorably
862750 - on use of SDS for trial analysis. ref SDS 16 0001
862752 - ..
862753 - SDS has been used on a wide range of claims and litigation,
862754 - illustrated by examples on...
862756 - Hearing......................... 930409, ref SDS 4 0001
862757 - Conference Call Hearing......... 980313, ref SDS 11 0001
862760 - ..
862761 - A quick review shows the following additional capabilities are
862762 - presented in these materials...
862764 - 1. Analysis (brainstorming)
862765 - 2. People inventory (catalog key players)
862767 - ..
862768 - Gary does not elaborate, but, like the first letter, the features set
862769 - out by CaseSoft for CaseMap 4 illustrate that some people care about
862770 - support for analysis, as explained in POIMS, ref OF 1 2300, in order
862771 - to augment human intelligence, as also defined in POIMS. ref OF 1 0367
862772 - Peter Drucker describes requirements for analysis to perform good
862773 - management practice, reviewed on 931130, ref SDS 6 7911, and so it
862774 - should be expected that managing a legal case would benefit from
862775 - analysis, along with other endeavors...
862777 - medical practice............. 990624, ref SDS 13 4752
862778 - auto repair.................. 990507, ref SDS 12 0001
862779 - government................... 940609, ref SDS 7 4238
862781 - ..
862782 - People and organizations are a primary control criteria in SDS, as
862783 - shown by Contacts at the top of this record. SDS strengthens
862784 - management by automated integration of....
862787 - People Process Time
862789 - ..
862790 - ...as explained in POIMS. ref OF 1 015M There does not seem to be any
862791 - discussion in CaseSoft's product information on automated integration,
862792 - but I did not have time for careful review.
Format of SDS Records Much Improved
Learn Use Flexible Structure Frustrating Fragile Easy to Fail Powerfu
Plan Perform Report SDS New Way Working Augment Intelligence Thinking
New Way Working Augment Intelligence Thinking Through Writing Concurr
2 Months Learn SDS Flexible Structure Discover New Way Working Intell
Linking Audit Trail Traceability to Original Sources in SDS Records G
POIMS Link Communication Shows Commitment to SDS and KM for Awarding
9310 - 1957
931101 - ..
931102 - Publishing SDS Records Fast and Easy as 1-2-3
931104 - Another letter from Gary shows how he analysed information on CaseMap
931105 - 4, ref DRT 3 0001, in his SDS record for today...
931107 - http://www.welchco.com/sd/08/GLJDY/02/02/11/26/074518.HTM
931109 - ..
931110 - ...and showing in toto...
931112 - Follow up
931114 - SDS has incorporated a number of features based on legal practices.
931115 - The CaseSoft tools are intended to provide information support for
931116 - legal cases. ref DRT 3 Y66M Continuing the list from above, the
931117 - Casemap tools support....
931119 - ..
931120 - 3. Creation of timelines, outlines, case characters
931122 - ..
931123 - 4. Indexing of documents, depositions, and other case information.
931125 - ..
931126 - 5. Brainstorming
931127 - ..
931128 - 6. Interviews and depositions
931129 - ..
931130 - 7. Visual presentations of various types
931132 - ..
931133 - 8. Interlinking of all of the material relevant to a case
931134 - including all of the information in the tools and in
931135 - originating documents.
931137 - ..
931138 - This is a good example using SDS for analysis, per above. ref SDS 0
931139 - U16I
931141 - ..
931142 - Formatting Issues to Review...
931144 - 1. It is not clear why there is not an anchor on the Follow up
931145 - line in Gary's record. ref SDS 0 2E6J When F2 is pressed, it
931146 - checks for this and should enter the anchor if it is not there.
931148 - If the record was created from scratch, i.e., without using a
931149 - prior record as a template, then the default format is to
931150 - enter....
931152 - 040501 - [0001 Follow up
931154 - ..
931155 - Gary's record only shows "Follow up," so I am on the one hand
931156 - curious how that can happen, and second remind about this
931157 - format issue, which is not fatal, but is important.
931159 - ..
931160 - 2. Everything else is perfect.
931162 - ..
931163 - 3. SDS record file is double spaced.
931165 - Gary might check this when time permits. It is rendering okay
931166 - in browser, but when I save it to the disk, and open the text
931167 - file it is double spaced. This might be something Opera is
931168 - doing. More just curious than anythig else.
SDS Tasks Comprise New Way of Working that Have to be Learned
Care About Good Management People Resist Improvement Who are Managers
Correlation with Other Tools Best Practices Shows People Care About T
Evaluate Other Programs Practices Requires Analysis Linking to POIMS
Johnson, Gary Recognized Correlation between Things SDS Does and Capa
Things SDS Does People Care About Usefulness Demonstrated by Capabili
Good Management Audit Trail Alignment Accountability Traceability to
Johnson, Gary Things SDS Does People Care About Usefulness Demonstrat
AH1101 - ..
AH1102 - Linking to POIMS Fast Easy Way to Grow Culture of Knowledge
AH1104 - Follow up ref SDS 20 M16F.
AH1106 - An objective using SDS, discussed on 021022, ref SDS 25 5N8N, and a
AH1107 - week ago on 0211118, ref SDS 28 6N34, is to move toward a practice of
AH1108 - analysis that connects one thing we encounter to another. The human
AH1109 - mind does this automatically, as explained in reviewing cognitive
AH1110 - science on 900303. ref SDS 2 G873
AH1112 - ..
AH1113 - SDS makes it fast and easy to capture a greater share of what comes
AH1114 - into the mind and externalize these internal mental connections to
AH1115 - more accuratley recognize alignment with objectives, requirements and
AH1116 - commitments.
AH1118 - [On 030119 Gary's letter submits a link to his SDS record on
AH1119 - 030116 that cites integration as SDS design advantage.
AH1120 - ref SDS 33 346X
AH1122 - ..
AH1123 - Design objectives for the things SDS does listed on the Internet,
AH1124 - ref OF 2 3385, and explained in POIMS....
AH1126 - 1. Integrate people, process, time.................. ref OF 1 7222
AH1127 - 2. Invest intellectual capital...................... ref OF 1 1101
AH1128 - 3. Consistant use of good practices................. ref OF 1 2688
AH1129 - 4. Flexible structure everything in right
AH1130 - place at right time improves memory.............. ref OF 1 M17I
AH1131 - 5. Intelligence converts information into
AH1132 - knowledge using plan, perform, report............ ref OF 1 6649
AH1133 - 6. Debug management to save time and money.......... ref OF 1 5795
AH1134 - 7. Improve reading and writing to lift
AH1135 - ability to think, remember, communicate.......... ref OF 1 3742
AH1136 - 8. Eight steps to use good management..... 001219, ref SDS 15 4W4L
AH1138 - ..
AH1139 - ...shows a lot of correlation with common practices and capabilities
AH1140 - in other tools based on Gary's research....
AH1142 - 1. Technography.................... 011222, ref SDS 22 AV4J
AH1143 - 2. Getting Things Done............. 021109, ref SDS 26 NQ7K
AH1144 - 3. Minciu Sodas.................... 021118, ref SDS 28 UH48
AH1145 - 4. Pathmaker....................... 021118, ref SDS 28 ET9F
AH1146 - 5. Scientific method............... 021118, ref SDS 28 N39H
AH1147 - 6. Information mapping............. 021118, ref SDS 28 WE5L
AH1148 - 7. CaseMap......................... 021126, ref SDS 0 91WP
AH1150 - ..
AH1151 - Research on practices and tools making good management faster and
AH1152 - easier to use with analysis and links into POIMS, NWO, and the Typical
AH1153 - Day Scenario showing how particular capability fits objectives of SDS
AH1154 - listed above. ref SDS 0 PY9N Review on 011003 indicated that SDS is a
AH1155 - good tool for making it fast and easy to review new methods and
AH1156 - technologies. ref SDS 20 M16F
AH1158 - ..
AH1159 - Since this is a new way of working, in the beginning it is hard to
AH1160 - find information in the record for making relevant links, and of
AH1161 - course time is always short. However, time invested today on creating
AH1162 - a connected record builds an expanding history that makes finding
AH1163 - information fast and easy, as reported on 010916. ref SDS 19 0001
AH1165 - [On 030119 Gary's letter submits a link to his SDS record on
AH1166 - 030116 that cites integration as SDS design advantage for
AH1167 - enabling a new way of working. ref SDS 33 346X
AH1169 - ..
AH1170 - Since Gary does not have a lot of SDS records, for practice he can
AH1171 - link new information in his records and email to my records, and,
AH1172 - also, where there is a reasonable fit, as today with CaseMap, link to
AH1173 - relevant parts of NWO, POIMS and the Typical Day Scenario, as shown
AH1174 - above. ref SDS 0 NV6H
AH1176 - ..
AH1177 - Begin creating connections to accomplish three goals....
AH1179 - 1. Gain experience using linking for analysis, per above.
AH1180 - ref SDS 0 NV6H
AH1182 - ..
AH1183 - 2. Personal memory improves by constantly drawing on and expanding
AH1184 - the record of organizational memory, as reported on 010916,
AH1185 - ref SDS 19 PG6J, and for the reasons cited by Morris in the
AH1186 - record on 010425. ref SDS 17 EP7F Integrating personal and
AH1187 - organizational memory is a core concept of POIMS, that has very
AH1188 - practical everyday advantages. ref OF 1 01TU
AH1190 - ..
AH1191 - 3. Grow understanding about SDS and POIMS to foster a culture of
AH1192 - knowledge, set as a goal in the record on 011210. ref SDS 21
AH1193 - 516O
AH1195 - ..
AH1196 - Gary's records on the Internet will be encountered by others, as
AH1197 - reported on 010907. ref SDS 18 KX3L Giving people examples of
AH1198 - how SDS theory is carried in practical everyday work, linked to
AH1199 - explanations of theory in POIMS, grows a culture of knowledge
AH1200 - that provides an enabling force for evolving market dynamics
AH1201 - toward demand to use SDS, as related on 020924, ref SDS 24 0001,
AH1202 - and citing prior work on 011210.
AH1204 - ..
AH1205 - [On 030116 Gary submits letter that illustrates opportunity
AH1206 - to transform information to a culture of knowledge by getting
AH1207 - the record into SDS and published on the Internet.
AH1208 - ref SDS 32 5P4F
AH1210 - ..
AH1211 - [On 030316 discuss need visibility to link email and other
AH1212 - communication to SDS, POIMS, NWO that explain and demonstrate
AH1213 - good management to grow a culture of knowledge. ref SDS 34
AH1214 - U46N
AH1218 - ..
AH1219 - How to link to Com Metrics publications.
AH1221 - 1. Create Other Files references....
AH1223 - Press F1 F5 and then F6
AH1225 - ..
AH1226 - 2. Type the following beginning on column 10...
AH1228 - F: 03 00050 01 09 01 02 00030 POIMS
AH1229 - F: 03 00050 01 09 03 02 03 0309 NWO
AH1230 - F: 03 00050 01 09 01 15 00101 Scenario
AH1232 - ..
AH1233 - Note: we never, or rarely, type anything, but this is easier
AH1234 - to explain than doing it the fast, easy way; e.g., open one of
AH1235 - my records from within your record. Go to References and open
AH1236 - POIMS, for example. Use Ctrl F6 to scroll back to your record
AH1237 - and write a sentence where a link is needed to POIMS. Press F5
AH1238 - (normally once is enough, but when Medit gets tired, sometimes
AH1239 - need to press F5 a coulple times for good measure, because
AH1240 - sometimes it doesn't take for some reason), so that "Linking"
AH1241 - is showing where it is supposed to show when linking is on.
AH1242 - Use Ctrl F6 to switch back to POIMS in memory and move to a
AH1243 - line of interest and press Enter with the cursor on a line
AH1244 - where there is an anchor. This will close POIMS and create the
AH1245 - Other Files doc log format in the Reference field, create an
AH1246 - entry for POIMS and create a link to that reference.
AH1248 - (told you it is a long explanation...)
AH1250 - ..
AH1251 - 3. When you type out some text that explains capability, at the
AH1252 - end of a sentence or the paragraph, append something like...
AH1254 - ...human mental biology, explained in POIMS. ref OF 1 3385
AH1256 - ...with the cursor at the end of the word POIMS, use Ctrl F1.
AH1258 - ..
AH1259 - Ctrl F1 marks the current location for entering a link and
AH1260 - jumps to the last entry for list of SDS references, which is
AH1261 - just above documents and other files. Use F9 to scroll down to
AH1262 - place the cursor on the line where POIMS or the other files are
AH1263 - listed.
AH1265 - ..
AH1266 - Double click or press Enter to open one of the files.
AH1268 - ..
AH1269 - Use F1 F4 to open a search feature and type a word or two that
AH1270 - seems like it relates to the subject you want to link. After
AH1271 - you gain experience doing these links you will learn where
AH1272 - important ideas are, and will not longer need to search for
AH1273 - them. But for now, try...
AH1275 - ..
AH1276 - Ctrl F6 switches back to the file, and use Shift F4 to execute
AH1277 - the search.
AH1279 - ..
AH1280 - If you find something that seems to fit the context of current
AH1281 - analysis, put the cursor on the anchor above that text, and
AH1282 - press Enter. That will create the link in the SDS record.
AH1284 - ..
AH1285 - If the first thing you find does not seem to fit the context,
AH1286 - use Shift F4 to locate another instance of the search string.
AH1288 - ..
AH1289 - Another way to look for relevant text to link, is to read
AH1290 - through the summary headings. If you find one, press Enter
AH1291 - with the cursor to the right the HTML link code, and it should
AH1292 - go to that location.
AH1294 - ..
AH1295 - Another way to look for relevant text is to open these files on
AH1296 - the Internet and use familiar search tools available in the
AH1297 - browser to look for relevant text in Com Metrics publications
AH1298 - to link to current analysis.
AH1300 - ..
AH1301 - Once you find what you want, note the specific text string,
AH1302 - then go back and use the procedure above. ref SDS 0 948N
Distribution. . . . See "CONTACTS"